0001669517-23-000114.txt : 20230418 0001669517-23-000114.hdr.sgml : 20230418 20230418070219 ACCESSION NUMBER: 0001669517-23-000114 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 MACERONI,STEPHEN,MICHAEL, FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC CENTRAL INDEX KEY: 0001669517 IRS NUMBER: 811642787 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-05146 FILM NUMBER: 23825460 BUSINESS ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 BUSINESS PHONE: 215-567-6100 MAIL ADDRESS: STREET 1: 1735 MARKET STREET STREET 2: 43RD FLOOR CITY: PHILADELPHIA STATE: PA ZIP: 19103-2700 MA-I/A 1 primary_doc.xml MA-I/A 0001669517 XXXXXXXX CHERYL D. MADDOX 215-567-6100 MADDOXC@PFM.COM N 0001669517-16-000116 N Stephen Michael Maceroni N 1 0001669517 PFM FINANCIAL ADVISORS LLC 01-15-2016 N 867-02030 LOCATED SUPERVISED 12-18-2019 100 HIGH STREET 23RD FLOOR BOSTON MA 02110 01-2022 PFM FINANCIAL ADVISORS LLC BOSTON MA 02110 Y N DIRECTOR 12-2019 01-2022 PUBLIC FINANCIAL MANAGEMENT, INC. BOSTON MA 02110 Y N DIRECTOR 09-2011 12-2019 PUBLIC FINANCIAL MANAGEMENT, INC. PROVIDENCE RI 02903 Y N SENIOR MANAGING CONSULTANT 08-2001 09-2011 FIRST SOUTHWEST COMPANY LINCOLN RI 02865 Y N Financial Advisor N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 04-17-2023 CHERYL D.. MADDOX CHIEF COMPLIANCE OFFICER